powerfully simple work management
Software for an organized, engaged
and productive workforce.
www.fewzion.com
powerfully simple work management
FEWZION FOR PROCESS PLANNING
Topic
Timing
1
Getting around Fewzion
5 minutes
2
Creating a process plan
20 minutes
3
Creating and managing tasks
20 minutes
Navigation Bar
The Fewzion system is designed to be easy to use and navigate. The following slides are designed
to help you understand how it works and where to find the things you need to create, adapt and
review a plan.
Reporting / Crew Dashboard
Weekly Plan
Schedules, shiftly, 24/48hr
and weekly
Equipment Schedule
Roster
User, KPI & Process Admin
Weekly Process Plan
Fewzion connects the work you want to get done and the targets you want to meet with the
resources and equipment you need to get the plan done.
Weekly Process Plan
Choose which process to look at
The people available to do the
work come from the roster
List of
standard
tasks
Shift resources and equipment area
KPIs come in automatically from the
process configuration and can be edited
by clicking on the cell.
The equipment available to do the
work with comes from the
equipment plan
Shift tasks,
listed in
priority order
1P – 3C
Overall KPI targets for the week are added up at the bottom.
Add or edit tasks
Add a task by either double clicking in a shift area to go through to the shift plan then click the
<+> button on the bottom right of the shift plan.
You can duplicate a task by right clicking on a task in the task list and choosing duplicate.
You can then edit the task details in the form below and add the duration, required resources,
equipment, targets and notes to the task.
Add a task to the standard task list by dragging and dropping it into the standard task list.
Create a process task with
required resources, duration,
equipment, targets and notes.
Work orders and
attachments can be included
in tasks if required
It is a good idea to set a
target for the crew to meet
within a shift.
Weekly Process Plan
A weekly plan is created by dragging and dropping standard tasks from the task list on the left into
the shifts of the weekly plan. In this way it is possible to see when there is too much work for the
people and equipment rostered on for the shift. Tasks to be done in your area can be added by
other process owners but need to be approved or declined before the weekly planning meeting.
Fully resourced process plan
Drag and drop
tasks from the
standard task list
into each shift
Cells go red when there is
too much work for the
available people or
equipment
Double click on a
shift to see the
plan for that shift
/ process
Shadow tasks are gray and come from a
different process, they must be approved or
declined by the process owner
As work is completed
throughout the week it
changes colour or is
rescheduled
Process shift plan
The shift plan shows the deputy their targets, tasks, people and equipment for the shift and allows
them to adapt the plan to cope with change.
Choose which process to look at
Shift lengths are configurable in
the admin area
KPIs are shown and People/ Equipment needs are
compared with those available.
Available people come from the roster. Equipment comes from the equipment plan
Both can be moved around and made unavailable if something happens before the shift.
Attachments can be added to the shift and print
automatically with the shift plan.
Add a new task by clicking on the +
symbol
Tasks can be edited by
double clicking
Planned tasks are visible with their
resource needs.
Print a process shift plan
The shift plan shows the deputy their targets, tasks, people and equipment for the shift and allows
them to adapt the plan to cope with change.
Attachments that are added to
the shift plan will print
automatically with the shift
plan.
Make a task into a standard task
If you’ve created a task that you think you will use again then it is smart to add it to the
standard task list by dragging it from the shift into the standard task list.
Manage tasks
Tasks can be deleted, copied to another
production process, duplicated, assigned
to a new group or made to recur.
The task list can be sorted
Right click a task to
show task options
New task groups can be added by choosing “Assign to
a new group” from the right click options
Tasks can then be dragged and dropped into
a group
Make a task recur (by day, week, month)
Tasks can be made to recur on a regular timeframe to reduce the need to add tasks to the
plan that you know should occur each day, week or month.
Simply right click on a task, choose <Recurrence>, <Add>, then complete the form.
Exercise
Add a new task to a shift in Fewzion
1. Give this task a description, resources, equipment, a target and some notes.
2. Add this task to the standard task list
3. Add this task to a “group”
4. Make this task recurring (weekly on Tuesday, day shift)
5. Plan this task into another shift
WEEKLY PROCESS PLAN
Develop a plan for each shift that is realistic and meets our
weekly production targets.
The Weekly Production Plan is the collation of process shiftly plans for a week. The
weekly production plan is created by each of the production areas individually based on
1. Planned maintenance shifts and pit priorities. (set and communicated in
advance by the operations manager)
2. Production targets (set for the conditions / current TARP)
3. Tasks that need to be done (based to a large extent on a sequence plan).
4. The people expected to be there (within tag board constraints)
5. Equipment that is available (within tag board constraints)
6. Supplies that are required to complete work.
7. Tasks required by other departments.
Used properly, Fewzion enables planners and coordinators to see when they have
planned too much or too little work for the people or equipment available. It therefore
enables planners to adjust their plan to meet their constraints.
Fewzion will warn users when critical elements of the plan are incomplete or in error.
Users must ensure all warnings and resource constraints are resolved before completing
their weekly plan.
The weekly plan must be completed the day before the weekly planning meeting and
reviewed by process superintendents for quality.
Leader Behaviour
Setting Clear Direction
What does an effective weekly
plan look like?
Sets pit priorities, maintenance shifts and
communicates them a week in advance.
By shift, accounts for realities such as roof
support TARP, sequence tasks, belt moves,
maintenance, known issues, machine
availability, planned work etc.
Updates the roster, leave and equipment
plans before everyone begins planning.
Accepts, declines or replans all shadow
tasks.
Addresses all warnings and resource
constraints.
Attaches work orders and work
instructions to tasks and shifts, where
appropriate.
Users: Production Manager,
Superintendents, MSOs,
Coordinators & Deputies
Timing: Weekly by CoB
13
Wednesday
Exercise
Develop a weekly plan for your process using Fewzion. Ensure that it satisfies each of the
“what good looks like” criteria on the previous page.
Please have this ready for our one on one training session
powerfully simple work management
RESOURCING YOUR PLAN WITH
PEOPLE AND EQUIPMENT
Topic
Timing
1
The Equipment Schedule
10 minutes
2
People, rosters, leave
30 minutes
1. PLAN - EQUIPMENT
Equipment Schedule (what tools
should they use, are they available?)
Our equipment schedule enables you to see what equipment is available, which process it
is assigned to and when it is due for it’s next service.
If necessary, equipment can be lent to another process for a shift or longer.
Manage Equipment
The equipment list is uploaded during system set up and can be edited by schedulers with the relevant
permissions.
Each piece of machinery is allocated to a default process and can be given a status, location, service day.
On any particular shift the piece of equipment can be allocated to another process by selecting the other
process in the relevant colored cells.
Equipment is allocated
to a default process
If the equipment is to
be used by another
process then it can be
changed in these cells
(for the specific shift/s)
These diesels have been
allocated to the DIESEL
maintenance crew for a
service. This will make
them unavailable in the
plan on that shift
PLAN - PEOPLE
Roster (who’s going to do the work
and will they be here?)
Our roster tells you who is planned to be working, which process they work for, what their
role is and if they are planning to be on leave.
The Leave Kiosk enables the crew to request leave (for approval by a manager). Once
approved the person will be planned to be unavailable in the shift plan.
Manage Roster
Use the roster to manage resourcing levels on each shift (currently supported through a simple
roster spreadsheet upload).
Leave console and integrated rostering tool will be included in version 2.1
Roster is by crew and by
individual so that people
can move crew if
required.
Leave can be entered through the
leave console and will make a
person unavailable once
approved by their leader.
Paul Moynagh
|
0431 74 84 94
|
www.fewzion.com
Manage Roster
2. Manage all your leave requests (past
Crew should use the leave kiosk to request and
manage leave their leave requests either on site or if
appropriate from home.
and present) in one place.
1. Swipe card
or enter ID to
login
3. Request leave within set constraints
4. Discuss or dispute decisions,
(e.g. available leave and hours)
with a manager
A URL / Link to
new leave
requests and
any messages
are sent to the
relevant
approver for
each request
3. Add Leave in the Roster
You can add leave to the roster by dragging and dropping a bar for the period leave is required
against the relevant user.
Shows how many people
and leave slots are available
and the number of people
already approved for leave
for this person’s role, process
& crew.
Choose the type of leave
Approve leave
Leave approvers can find leave for their crew at the bottom of the roster and approve or decline it.
Review comments added by the requester
Only approve leave where there are
available slots for each day requested.
Only managers who are leave approvers for
the relevant person can approve their leave.
Exercise
Manage equipment and people plans
Diesels
1. Add a new piece of equipment, assign it to a process area and plan its service schedule.
2. Assign this piece of equipment to a different process for two shifts
3. Check the process to ensure it has been assigned correctly.
Rostering
1. Update your roster in the roster spreadsheet
2. Move a person to unavailable in a shift plan
3. Move a person to another process during the weekly planning process
PROCESS PLANNING HABITS
Good Habits
For:______________________
Critical Moments
Strategy to sustain it
Add work to next week’s plan as you
think of it during the week. You can
always reschedule.
Get your weekly plan done early on
Wednesday, run it past everyone in
your process area and ensure it is on
target for the week.
Resolve all warnings each morning or
as they arise to keep a tidy house.
Review progress against the plan every
morning and after each shift and find
out why.
Talk to the crew underground before
the new crew goes to work to ensure
you have understood where you are up
to, immediately adapt the shift
schedule if it needs it and print a new
shift plan for the crew.
24
powerfully simple work management
Commit and Adapt with Whole Mine
Schedules (Weekly, Daily, Shiftly)
Topic
Timing
1
The weekly & 24/48 hour schedules
20 minutes
2
Shift Schedule
10 minutes
Weekly Planning / Review System
Fewzion enables effective planning behaviours so that work is ready to be executed on each shift
Plan
10. Improvement
actions captured
then planned
Day / Shift
3. Update Roster
and Leave
spreadsheets
4. Update
equipment plan
in Fewzion
11. Weekly
review
meetings
Add tasks
and targets
Weekly Process Plan
9. Daily process
review meetings
using reports
2. Update weekly
maintenance
schedule
Do
16 Week / Monthly Plan
Weekly
Planning
1. Consider monthly
targets and budget
5. Create weekly
process plan,
resource balance and
approve / decline
cross function tasks
Check
9. Shift is run and
closed out
8. WoM Shift
Schedule /
Handover
Long Term Plan
(Theory)
communicate
6. Weekly planning
commitment
meeting
7. 24/48 hour
schedule meeting,
commit to next 24
hr
24/48 hour schedule
Weekly Whole of Mine
Plan
adapt / commit
Leader Behaviour
Setting Clear Direction
WEEKLY PLANNING MEETING
Review and commit to the weekly plan
The weekly planning meeting is a critical moment when all
process owners (superintendents, coordinators, planners)
agree on their plan for the following week.
What does an effective weekly
planning meeting look like?
Starts meeting on time with chair and ensures that
all process and planning roles are represented.
Confirms pit priorities and maintenance shifts and
confirms all plans have been built on these terms.
Confirms all warnings and resource constraints
have been addressed before the meeting.
Reviews critical tasks for the pit.
The meeting should be chaired by the operations manager
and probing questions should be asked to ensure everyone
is clear about priorities, maintenance shifts, production
targets and critical tasks.
Reviews weekly plan for each process in order of
priority and ensures any unforseen issues are
identified and addressed.
Makes simple changes to the Fewzion plan on the
screen to ensure new plan is possible.
Develops and assigns to a person and plan actions
to mitigate potential problems.
Everyone agrees that the plan is possible as
documented and commits to achieving it.
Users: Operations Manager,
Superintendents, available MSO,
Coordinators, Planners.
Where: Planning room
Timing: Weekly the day before the
start of the plan.
27
Weekly mine schedule
The weekly mine schedule gives the operational management team a tool to use during the
weekly planning meeting to review the plan for each shift and each process.
This page works like the weekly plan but displays each process down the page and each shift for
the next week across. Tasks can be dragged and dropped between shifts and processes and KPIS
adjusted to meet constraints that have become apparent since the plan was committed to.
All except the most important tasks can be hidden by the “summary view” to simplify the meeting.
Processes
down the
page
All the shifts for the week across the page
Shift KPI area
Shift resources and equipment area
KPIs for
the week
Shift
tasks
Overall resource balance for the mine for each shift
Leader Behaviour
Setting Clear Direction
Adapting to change
24/48 HOUR PLANNING
MEETING
Review, adapt and commit to the plan in time to solve problems before
they occur.
As each day goes by the weekly plan becomes more inaccurate.
It is therefore important to review the plan daily 24 – 48 hours
before it is expected to happen to ensure we have the best
chance of finding and resolving issues. To be successful we must
ensure
1. Production targets are set for the conditions
2. Tasks are based on the current chainage on the
sequence plan
3. That the people expected to be there will be there (i.e.
all leave is accounted for)
4. Equipment is available (i.e. any breakdowns have been
allowed for)
5. Supplies that are required are available.
6. Tasks planned by other departments are known and
possible.
The Fewzion 24 – 48 hour schedule screens should be used to
review the plan in detail ensuring that all issues are resolved
and actions to mitigate potential problems are developed and
assigned to a person and plan.
What does an effective 24/48
hour schedule look like?
Considers in detail regarding the next 24 and
48 hours all realities such as roof support
TARP, sequence tasks, belt moves,
maintenance, known issues, supplies, machine
availability, planned work etc.
Ensures roster, leave and equipment plans are
up to date.
Accepts, declines or replans all shadow tasks.
Addresses all warnings and resource
constraints.
Attaches to tasks and shifts, where
appropriate, all work orders and work
instructions.
All attendees agree that the plan, as it stands,
is possible based on all known information.
Users: Production Manager,
Superintendents, MSOs, Coordinators
Where: Planning room
Timing: Daily at 2.30 pm
29
24/48 hour mine schedule
The 24/48 hour mine schedule gives the operational management team a tool to adapt the plan
24 hours before it is due to happen.
This page works very similarly to the weekly plan shows only the next 48 hours across (72 hours on a
Friday). Tasks can be dragged and dropped between shifts and processes and KPIS adjusted to
meet constraints that have become apparent closer to the point of doing the work.
All except the most important tasks can be hidden by the “summary view” to simplify the meeting.
Choose which process to look at`
Shift KPI area
Shift resources and equipment area
Shift
tasks
Overall resource balance for
the shift
Leader Behaviour
Setting Clear Direction
UNDERMANAGER
BRIEFING
Accountability and leadership drive performance
Setting clear expectations for the team of deputies
and ensuring that they and the Undermanager
know that what each other are doing is critical to a
successful shift.
The Undermanager must run a short focussed
meeting to align the team to the critical objectives
of the shift. The Undermanager should use the
Whole of Mine Shift Schedule and make the
necessary trade offs where resource or equipment
constraints exist.
Undermanagers should ask questions that get their
deputies thinking about their plans for the shift and
ways that they can ensure they meet targets and
complete all the work assigned.
What does a good
Undermanager Briefing
look like?
Deputies and MSO’s come prepared with
edited shift plans after a handover with
their off-going shift.
Follow MSO Brief agenda.
Use Fewzion whole of mine shift
schedule
Make trade offs to balance resources
and equipment against production
priorities. Ensure there is no Red on the
plan
Identify and capture in Fewzion any new
actions / jobs for ERZ Controllers and
production areas.
Users: MSOs and ERZ Controller's
Location: Planning room
Timing: 30 min before start of shift
31
Shiftly mine schedule
The Shiftly Schedule enables planners, undermanagers or deputies to see where work is up to and
adapt their plan at the beginning of their shift for the reality of the conditions they expect to
experience. This feature means it is always possible to have a shift plan that is able to be completed.
This may be done during a handover, an undermanager briefing session or by the shift coordinator
before the shift starts.
Scroll through upcoming and past shifts
Shift KPIs can be
changed at the
last minute
Shift tasks can be
dragged and
dropped into the
next shift
Shift resources and equipment can
be dragged from one process to
another or made unavailable
Tasks the user thinks won’t be able to be
completed can be dragged into the
undermanager’s area for rescheduling
Overall resource balance for
the shift
Dragging a person into
unavailable brings up
a box to enter the
reason they are
unavailable
Incomplete Task Notes
The undermanager should record notes about why tasks wer left incomplete at the end of shift.
The incomplete task note area displays after the shift is finished.
Double click the incomplete task note box to bring up a dialogue box to write a note.
Notes are printed in the undermanagers report.
Print the shift plan
Deputies and the undermanager should print the shift plan before the muster and use this plan
and any attachments to guide their work throughout the shift.
Exercise
Contribute to planning meetings
1. Review the weekly schedule and adapt the plan to ensure all shifts are able to be completed
with the available people and equipment.
2. Role play the 24/48 hour planning meeting and adapt your plan for a shift where the two
previous shifts did not produce.
3. Adapt the shift schedule for a broken down loader in development and the need for an extra
fitter in the longwall. Role play the Undermanager briefing session before a shift begins.
PROCESS PLANNING HABITS
Good Habits
For:______________________
Critical Moments
Strategy to sustain it
Add work to next week’s plan as you
think of it during the week. You can
always reschedule.
Get your weekly plan done early on
Wednesday, run it past everyone in
your process area and ensure it is on
target for the week.
Resolve all warnings each morning or
as they arise to keep a tidy house.
Review progress against the plan every
morning and after each shift and find
out why.
Talk to the crew underground before
the new crew goes to work to ensure
you have understood where you are up
to, immediately adapt the shift
schedule if it needs it and print a new
shift plan for the crew.
36
powerfully simple work management
Software for an organized, engaged
and productive workforce.
www.fewzion.com